Solutions 4 Wealth, Ltd Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Solutions 4 Wealth, Ltd disclosed 59 stock positions valued at approximately $83.25M as of quarter-end September 30, 2026. The largest holdings include WISDOMTREE TR, GLOBAL X FDS, and INVESCO SR INCOME TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $83.25M
Holdings by Sector
Solutions 4 Wealth, Ltd Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | PUTW | Other | 10.90% | 276,646 | +36,128 | +15.02% | $9,076,757 |
| GLOBAL X FDS | QYLD | Other | 8.57% | 384,483 | +39,488 | +11.45% | $7,132,166 |
| INVESCO SR INCOME TR | VVR | Financial Services | 7.61% | 2,193,127 | -513,950 | -18.99% | $6,338,137 |
| SELECT SECTOR SPDR TR | XLK | Other | 5.76% | 24,486 | +153 | +0.63% | $4,793,158 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 5.35% | 79,291 | +19,955 | +33.63% | $4,457,714 |
| APPLE INC | AAPL | Technology | 4.72% | 11,796 | -82 | -0.69% | $3,928,330 |
| GLOBAL X FDS | AIQ | Other | 4.64% | 59,219 | +10,725 | +22.12% | $3,858,717 |
| FIRST TR EXCHANGE-TRADED ALP | FNX | Other | 3.53% | 21,779 | +123 | +0.57% | $2,937,753 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 3.44% | 25,626 | +3,403 | +15.31% | $2,861,175 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 3.09% | 19,950 | +4,560 | +29.63% | $2,572,129 |
| SCHWAB STRATEGIC TR | SCYB | Other | 2.96% | 97,584 | +16,768 | +20.75% | $2,463,014 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 2.60% | 28,393 | +5,094 | +21.86% | $2,166,369 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 2.15% | 17,369 | +172 | +1.00% | $1,790,565 |
| SPDR SERIES TRUST | SLYG | Other | 2.09% | 16,271 | +3,146 | +23.97% | $1,740,461 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO | Other | 2.05% | 21,210 | +180 | +0.86% | $1,706,595 |
| INVESCO EXCHANGE TRADED FD T | XMVM | Other | 1.90% | 22,703 | +5,284 | +30.33% | $1,583,529 |
| ISHARES TR | IHAK | Other | 1.76% | 21,712 | - | - | $1,468,152 |
| NOVARTIS AG | NVS | Healthcare | 1.72% | 10,026 | - | - | $1,429,407 |
| GLOBAL X FDS | DTCR | Other | 1.61% | 49,256 | +10,446 | +26.92% | $1,336,807 |
| EXCHANGE TRADED CONCEPTS TRU | NUKZ | Other | 1.40% | 19,366 | +656 | +3.51% | $1,166,404 |
| GLOBAL X FDS | RYLD | Other | 1.28% | 69,068 | +5,607 | +8.84% | $1,068,488 |
| SPDR SERIES TRUST | SPYG | Other | 1.27% | 8,588 | +1,673 | +24.19% | $1,057,009 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 1.24% | 22,292 | - | - | $1,035,954 |
| GLOBAL X FDS | XYLD | Other | 1.01% | 20,308 | +9,854 | +94.26% | $843,191 |
| VANGUARD INDEX FDS | VTI | Other | 0.99% | 2,194 | -93 | -4.07% | $821,147 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.94% | 4,431 | -12 | -0.27% | $784,839 |
| VANGUARD INDEX FDS | VBK | Other | 0.93% | 2,280 | +2 | +0.09% | $770,121 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.89% | 18,759 | +3,393 | +22.08% | $739,861 |
| SOUTHSIDE BANCSHARES INC | SBSI | Financial Services | 0.88% | 24,242 | - | - | $729,199 |
| VANGUARD WORLD FD | VGT | Other | 0.84% | 5,576 | - | - | $700,736 |
Showing 30 of 59 holdings in the latest reporting period.